Thomas P. O’Neill, Esq., LLM

Overview

Attorney Thomas P. O’Neill of Milton Trust Law, PLLC has practiced at multiple leading Boston law firms and has extensive experience dealing with complex trust and estate matters. Attorney O’Neill has a Master of Laws Degree (LL.M.) in Taxation from Boston University, and has the combination of tax and estate planning experience to assist Massachusetts individuals and families with complicated wealth transfer issues.

Probate & Trust Administration

Attorney O’Neill has years of experience handling complex probate, trust, and fiduciary administration matters, and has represented personal representatives (executors), beneficiaries, trustees, and creditors in navigating both routine administration issues, and contested fiduciary litigation.

Attorney O’Neill also advises personal representatives, financial advisors, and CPAs on preparation of Massachusetts Estate Tax Returns & Trust (fiduciary) Tax Returns and related audits.

Estate Planning

For individuals and families with special planning needs, significant or complex assets, or a potential estate tax liability, Attorney O'Neill designs and implements a range of estate planning strategies, including: marital tax planning trusts, irrevocable life insurance trusts (ILITs), Medicaid planning trusts, special needs trusts (SNTs), grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), and family limited partnerships (FLPs), to reduce estate tax exposure and preserve wealth for future generations.

For clients with family businesses, Attorney O’Neill advises on how to integrate business succession planning with personal family estate goals.